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Best financial advisors in Bogard, IN

Registered advisers within 25 miles of Bogard, IN.

Offices
29
Firms
13
Combined AUM
$3.49T
Firm-wide filings, not assets booked only here
Clients
471K
471,062 clients when Item 5C has a number
Avg / client
$7.40M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
AXIS FINANCIAL, LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KCPAG FINANCIAL ADVISORS LLC
LINDSEY WEALTH MANAGEMENT
W&S BROKERAGE SERVICES, INC.

Investors

Grant Morgan Stafford
TROY DAVID STOLL
Sarah Elizabeth Browning
Kristin R Miles
JOHNATHAN ZACKARY BRITTON
Eric Stephen Bassler
Scott Anthony Cordova
Nathan James Raber
Tara Jo Parsons
ALEX MICHAEL KNEPP
MICHAEL RAY GRABER
Timothy Kent Meek
Isabel Grace Meek
Olivia D Wyndham
Randall Lee Brown
Randall Lee Brown
CHARLES W FOUST
Thomas Edgar Willis
CHAD ADRIAN DECKARD
BRIAN ANTHONY BOUILLET
DARWIN JOSEPH LINDSEY
Dana Jennifer Worland
BLAIR R HROVAT

Within 25 miles of Bogard, IN, Best Investors lists 13 registered investment advisory firms with 29 offices nearby, managing about $3.49T in combined regulatory AUM across 471,062 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bogard

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM